Our Philosophy

"It's not what you earn, it's what you keep."

We take a target-risk approach with a primary emphasis on preservation. Market activity, inflation, and taxes are some components that can be detrimental to your portfolio. As students of the markets and with our knowledge in financial planning and tax concepts, we prudently manage your assets given your risk tolerance and time horizon.

Our Purpose

We exist to manage the assets and preserve the wealth of our clients, inspiring them to achieve financial freedom and peace of mind.

Our Performance Values

Integrity

Roush Investment Group is wholeheartedly committed to always serving our clients' best interests first. As an RIA firm, we remain fully independent from any product, service, or provider to eliminate potential conflicts of interests.

Experience

With over 40 years of combined experience, we are experts in many areas of the financial industry. Our diverse background ranges from financial planning and asset management to real estate, taxes, and more. Our passion for our industry drives our quest for continuous learning by investing in education for higher knowledge. We are committed to provide clarity and full transparency to our clients for their financial needs and dreams.

Collaboration

As your trusted advisor, we value the art of collaboration to provide a seamless financial experience with your team of advisors.

The RIA (Registered Investment Advisor) model is integral to our practice. We are advocates for putting clients' interests first. Below are some key benefits of working with Roush Investment Group.

Tailored advice based on your goals. Many RIAs believe that their independence is key to offering advice that's best for you.

You know what you're paying for. Typically, fees are based on a percentage of assets managed.

Advice for your complex needs. A rich diversity of specialization amount RIAs means you can likely find one to provide the type of advice you need.

A different kind of relationship. RIAs typically form close relationships with clients and have a strong sense of accountability.

You know where your money is held. RIAs often use institutional custodians to safeguard clients' assets.